BWM
STPZ icon

Baystate Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Baystate Wealth Management’s Portfolio STPZ Stock Details STPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,155
Closed -$60K – 701
2018
Q1 		$60K Hold
1,155
– – 0.01% 174
2017
Q4 		$60K Sell
1,155
-1
-0.1% -$52 0.01% 184
2017
Q3 		$60K Buy
1,156
+1
+0.1% +$52 0.01% 168
2017
Q2 		$60K Buy
1,155
+7
+0.6% +$367 0.01% 165
2017
Q1 		$61K Buy
+1,148
New +$60.4K 0.01% 166

Other funds holding STPZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baystate Wealth Management's STPZ Position: Q2 2018 in Review

Baystate Wealth Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2018, closing a stake of 1,155 shares — an estimated $60K sold.

Baystate Wealth Management first reported a position in STPZ in Q1 2017 and held it in 5 quarters. The position peaked at $61K in Q1 2017. 98 funds tracked by Wall St. Rank hold STPZ as of Q2 2018.

  • Baystate Wealth Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 1,155 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2018, an estimated $60K.
  • Baystate Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2017 and held it in 5 quarters.
  • Baystate Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $61K in Q1 2017.
  • 98 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2018.

Based on Baystate Wealth Management's 13F filing for Q2 2018, filed 17 Jul 2018.